See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,198 | $64,707+8.5% | $112,228-37.5% | $68,494+2.5% |
| Participation rate | 31.0% | 67.2%-36.1pp | 75.1%-44.0pp | 67.9%-36.9pp |
| Annual return | -18.12% | -11.40%-6.7pp | 27.45%-45.6pp | -7.84%-10.3pp |
| Employer contribution / active EE | $1,271 | $2,746-53.7% | $3,635-65.0% | $2,596-51.0% |
| Participant deferral / active EE | $3,678 | $3,565+3.2% | $4,728-22.2% | $4,027-8.7% |
| Admin fee / account holder | $13 | $5,232-99.7% | $6,410-99.8% | $5,403-99.8% |